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Rod@GenacyGroup.com
2025.10 - Annual Mastering Multigenerational Wealth Transition Conference 2025.06 - Griggs Wealth Management Family Event | Topic: TBD | Denver, CO
2025.06 - The Jewish Federation of Sarasota-Manatee | Topic: TBD | Sarasota, FL
2025.06 - Gulf Coast Community Foundation Donor Appreciation Dinner
2025.02 - 2025 AIP (Advisors in Philanthropy) | Topic: Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning
2025.03 -Griggs Wealth Management Client Event | Topic: Preparing Your Children & Grandchildren to Protect, Manage, and Grow the Inheritance They Will Receive | Denver, CO
2024.10 - Annual Mastering Multigenerational Wealth Transition Conference
2024.09 - Fall 2024 AFHE Conference | Topic: Effective Intergenerational Communication is Vital in the Business and within the Family: The Secret is in the P’s | Litchfield Park, AZ
2024.04 - Spring AFHE Conference | Topic: The 3 Key Components to Successful Family Enterprise Transitions (And it takes all three) | Cincinnati, OH
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Lori@GenacyGroup.com
We’d love the opportunity to connect. Let’s start a conversation and explore how we can bring value to your next event.